See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,545 | $138,044-44.6% | $125,339-38.9% | $134,475-43.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.58% | 750.33%-760.9pp | 572.05%-582.6pp | 417.96%-428.5pp |
| Employer contribution / active EE | $2,400 | $5,243-54.2% | $4,814-50.1% | $4,740-49.4% |
| Participant deferral / active EE | $7,179 | $7,799-8.0% | $7,446-3.6% | $6,400+12.2% |
| Admin fee / account holder | $506 | $11,571-95.6% | $10,010-94.9% | $11,426-95.6% |